Business Description

In 2024, the firm is expected to generate $160,000 in Seller’s Discretionary Earnings, handling fewer than 200 tax returns. This practice, operated by a single owner, offers a high margin and commands above-average fees. It presents an ideal opportunity for a CPA or EA seeking independence or an established firm aiming to expand through acquisition. With its strong financial performance and manageable client base, this practice represents a lucrative venture for professionals in the tax and accounting industry. The emphasis on quality over quantity, evident in the limited number of tax returns processed, ensures a focused and efficient operation. This opportunity is especially attractive for individuals looking to establish themselves or firms seeking to enhance their portfolio. Whether you are a seasoned tax professional seeking autonomy or a firm interested in strategic growth, this practice's solid financial outlook and operational efficiency make it a valuable investment. Its high-margin, low-volume approach appeals to those who prioritize quality service and sustainable profitability in the tax preparation business.